An advisor can help clients define their investment goals, identify concerns, and create a
comprehensive wealth management plan to fulfill life objectives. This can include many
services beyond investment selection and asset allocation, such as financial planning, estate
planning, insurance, or charitable gifting. This can also include education and imparting a
certain level of knowledge about investing and other financial matters,
which can translate
into discipline. By partnering with a professional who knows and understands them, clients
can make financial and investment decisions in the context of their entire financial picture.